x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.

business careers

All Episodes

52:03

The Seamless Path to Independence: A Billion-Dollar...

The Diamond Podcast for Financial Advisors ·

2025/07/10

Tony Parr shares the journey of Parr McKnight Wealth Management Group, a team that built their practice at Wells Fargo Private Client Group and leveraged the firm’s independent channels to achieve a “frictionless” launch of their RIA.

en-US

38:24

The Best of the Best: 10 Ways Top Advisors Are...

The Diamond Podcast for Financial Advisors ·

2025/06/26

A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams, and firm in the business. Listen in to spark ideas designed to drive greater growth.

en-US

51:25

Advisor Tech Advice: AI, Strategy, and the Future of...

The Diamond Podcast for Financial Advisors ·

2025/06/19

The co-founder of F2 Strategy, Doug Fritz, offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience. Discover how strategic choices in building a tech stack, incorporating AI, and other key elements can future-proof your business and serve as a distinct differentiator.

en-US

54:30

The Valuation Playbook: Ted Jenkin on the Metrics and...

The Diamond Podcast for Financial Advisors ·

2025/06/12

What drives valuations—and what mistakes kill deals? M&A advisor Ted Jenkin joins Louis Diamond to share practical insights on maximizing value, understanding multiples, avoiding seller pitfalls, and the critical prep work every advisor should be doing now.

en-US

37:04

From $125mm to $700mm: A Story of Growth and Grit in...

The Diamond Podcast for Financial Advisors ·

2025/06/05

Brett Oley and Ryan Kinser demonstrate how the power of friendship and a shared focus on the client contributed to their early success in making the leap from UBS to Raymond James, building a growing business under the independent broker dealer umbrella.

en-US

29:38

Who’s in Control: The Advisor or The Firm? A Special...

The Diamond Podcast for Financial Advisors ·

2025/05/29

The ultimate survival guide for employee advisors, offering essential advice on navigating the realities of control. Learn actionable points to consider should you find yourself dealing with the impact of mergers and acquisitions, new mandates, heightened vulnerability, and more.

en-US

1:01:45

Ex-Merrill Leader’s Vision Comes to Fruition: John...

The Diamond Podcast for Financial Advisors ·

2025/05/22

John Thiel offers a unique perspective on the evolution of the wealth management industry and his former leadership role at Merrill. Plus, he shares how his new independent firm, Indivisible Partners, is carving a new path for those seeking a firm with a greater focus on the advisor.

en-US

51:14

What It Really Takes to Become a Multi-Million-Dollar...

The Diamond Podcast for Financial Advisors ·

2025/05/15

In an episode that serves as a free coaching session on the key techniques that the most successful advisors use to build and grow their practices, Dave shares proven strategies honed from his tenure at Merrill, his three bestselling books, and his advisor coaching practice.

en-US

50:42

Activating Plan B: Wirehouse Breakaways Build a...

The Diamond Podcast for Financial Advisors ·

2025/05/08

Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office they would entrust with their own families’ wealth, and how they are better equipped to realize that vision as an independent firm.

en-US

43:30

If You Build It, Will They Buy It? A Special Industry...

The Diamond Podcast for Financial Advisors ·

2025/05/01

A download on M&A for the advisor who has an interest in building a business designed to be an attractive prospect for sale at maximum enterprise value. Identifies options to consider, the risks, and potential rewards.

en-US

54:01

The Canadian Wealth Management Perspective:...

The Diamond Podcast for Financial Advisors ·

2025/04/24

Shaun Hauser offers a unique perspective on how our northern neighbors perceive the wealth management industry, drawing comparisons to practices and firms in the US, and providing insights into creating an independent firm that has achieved extraordinary growth.

en-US

38:32

The Buck Starts Here: Ex-Edward Jones Advisor on His...

The Diamond Podcast for Financial Advisors ·

2025/04/17

Glenn Israel reached a point where he recognized that, as an employee, he was limited in his ability to serve clients and grow his business. So he left Edward Jones to launch GFI Wealth Partners and shares what he learned in the transition process, what he can do differently in independence, and more.

en-US

1:20:05

Michael Kitces on the Secrets to Accelerating Growth...

The Diamond Podcast for Financial Advisors ·

2025/04/10

The industry thought leader shares insights on the factors that impact efficiency and growth, citing research from his latest Productivity study, and weighs in on launching a firm, building a team, the role of technology and AI, and much more.

en-US

49:13

“The Least Boring CPA” on How Tax Planning Can Add...

The Diamond Podcast for Financial Advisors ·

2025/04/03

Steven Jarvis, the founder and CEO of Tax Retirement Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisor’s business by providing tax planning strategies and more.

en-US

LPL’s Acquisition of Commonwealth and What it Means...

The Diamond Podcast for Financial Advisors ·

2025/03/29

LPL Financial, the largest independent broker dealer, is set to acquire Commonwealth Financial Network. Louis Diamond shares a perspective for Commonwealth advisors and LPL advisors alike and what the acquisition means for the industry at large.

en-US

56:40

The Leap from IBD to RIA: Unpacking a $700mm to $1.7B...

The Diamond Podcast for Financial Advisors ·

2025/03/27

Scott Pinkerton of FourThought Private Wealth offers a perspective on outgrowing the independent broker dealer model, transitioning to an independent RIA, and the extraordinary growth realized as a result of the change. Scott unpacks the difference between the models, shares why he opted to sell equity to Focus Financial, and more.

en-US

47:21

The Annual Update on Advisor Transitions and Deals:...

The Diamond Podcast for Financial Advisors ·

2025/03/20

In this companion guide to the annual Advisor Transition Report, Jason Diamond and Louis Diamond share key findings and post-publication insights from the annual state of the industry, with updates on advisor movement, transition deals, and more.

en-US

49:18

Crafting the Perfect Employer Value Proposition: The...

The Diamond Podcast for Financial Advisors ·

2025/03/13

A special episode designed for firms with their sights set on enhancing recruiting efforts and advisors looking to attract new team members, offering the steps to craft an effective Employer Value Proposition (EVP), with examples on usage and potential impact on hiring success and retention.

en-US

1:02:28

Up Close with Rich Steinmeier: LPL’s CEO on the...

The Diamond Podcast for Financial Advisors ·

2025/03/06

Rich Steinmeier offers a candid perspective of LPL’s journey and how the founding core principles remain a pillar of the business today, even as evolutionary changes have made it one of the hottest firms in the industry.

en-US

54:25

Beyond the Broker Dealer: Next Gen Sheds Light on...

The Diamond Podcast for Financial Advisors ·

2025/02/27

Gideon Drucker shares a multi-generational growth story, evolving from the insurance world, to independent broker dealer HTK, and most recently, to fully independent as an RIA. Now CEO, Gideon shares insights on his own evolution from next gen to leader, the advantages of independence, and their transition.

en-US

340 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...